In today’s briefing:
- APAC Healthcare Weekly (August 30)– CSPC Pharma, Akeso, Takeda, Astellas, Hanmi Pharm, SK Biopharma
- Japan Strategy Weekly | The Rebirth of SaaS
APAC Healthcare Weekly (August 30)– CSPC Pharma, Akeso, Takeda, Astellas, Hanmi Pharm, SK Biopharma
- CSPC Pharmaceutical’s SYS6010 met primary endpoint in Phase 3 study as a monotherapy for NSCLC. Akeso’s ivonescimab demonstrates significant overall survival in Phase 3 trial for advanced biliary tract cancer.
- Takeda Pharma secured FDA approval for Mimrylo (rusfertide) for the treatment of erythrocytosis in adults with polycythemia vera. Astellas Pharma initiates global Phase 3 study evaluating ASP2138 for gastric cancers.
- Hanmi Pharm outlicenses obesity drug candidate HM1732 to Genentech for a total deal value of $2.3B. SK Biopharmaceuticals entered an agreement to in-license opakalim, an investigational antiseizure medication, from Biohaven.
Japan Strategy Weekly | The Rebirth of SaaS
- Japanese equities recovered some ground this week, with the Nikkei 225 up 0.6% and the broader TOPIX gaining 2%
- The week’s dominant event was Fed Chair Warsh’s Jackson Hole speech, read as net hawkish
- SaaS: The sector’s rebirth hinges on proprietary context outpacing model-native retrieval – a bet still unproven against fast-improving long-context AI capabilities.
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